See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,240 | $45,566+10.3% | $64,105-21.6% | $59,632-15.7% |
| Participation rate | 35.5% | 60.2%-24.7pp | 68.2%-32.7pp | 68.7%-33.2pp |
| Annual return | 0.06% | 4.95%-4.9pp | 791.24%-791.2pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,594 | $2,057+26.1% | $2,822-8.1% | $3,192-18.7% |
| Admin fee / account holder | $13,285 | $3,268+306.6% | $4,499+195.3% | $4,297+209.2% |